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LHC

Little House Capital Portfolio holdings

AUM $445M
1-Year Est. Return 35.1%
This Fund
S&P 500
This Quarter Est. Return
+8.91%
1 Year Est. Return
+35.1%
3 Year Est. Return
+108.15%
5 Year Est. Return
+134.04%
10 Year Est. Return
–
AUM
$435M
AUM Growth
+$35.7M
Cap. Flow
+$4.46M
Cap. Flow %
1.02%
Top 10 Hldgs %
36.26%
Holding
133
New
12
Increased
79
Reduced
27
Closed
10

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$1.88M
2
BLK icon
Blackrock
BLK
+$1.76M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.64M
4
ASML icon
ASML
ASML
+$1.32M
5
CVX icon
Chevron
CVX
+$1.3M

Top Sells

Rank Stock Value
1
ETN icon
Eaton
ETN
+$3.37M
2
PSA icon
Public Storage
PSA
+$3.07M
3
PG icon
Procter & Gamble
PG
+$2.9M
4
ORCL icon
Oracle
ORCL
+$2.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 27.12%
2 Financials 10.58%
3 Communication Services 8.32%
4 Industrials 5.73%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
51
American Electric Power
AEP
$66.9B
$1.87M 0.43%
16,617
+696
+4% +$76.2K
NOW icon
52
ServiceNow
NOW
$128B
$1.85M 0.43%
+10,070
New +$1.88M
BLK icon
53
Blackrock
BLK
$175B
$1.84M 0.42%
+1,575
New +$1.76M
ATO icon
54
Atmos Energy
ATO
$28.4B
$1.83M 0.42%
10,733
+66
+0.6% +$10.7K
VZ icon
55
Verizon
VZ
$192B
$1.81M 0.42%
41,220
+581
+1% +$25.1K
MCD icon
56
McDonald's
MCD
$192B
$1.8M 0.41%
5,923
+70
+1% +$21.3K
CRH icon
57
CRH
CRH
$66.6B
$1.71M 0.39%
14,234
+773
+6% +$81.6K
MLM icon
58
Martin Marietta Materials
MLM
$32.8B
$1.68M 0.39%
2,667
+309
+13% +$184K
BAC icon
59
Bank of America
BAC
$446B
$1.62M 0.37%
31,403
+2,238
+8% +$109K
PGR icon
60
Progressive
PGR
$123B
$1.53M 0.35%
6,193
+183
+3% +$45.1K
CRWD icon
61
CrowdStrike
CRWD
$229B
$1.53M 0.35%
12,464
-8,160
-40% -$928K
UNP icon
62
Union Pacific
UNP
$174B
$1.49M 0.34%
6,288
+1,648
+36% +$371K
VMC icon
63
Vulcan Materials
VMC
$36.8B
$1.42M 0.33%
4,632
+77
+2% +$21.9K
AMGN icon
64
Amgen
AMGN
$221B
$1.42M 0.33%
5,045
+95
+2% +$27.6K
KO icon
65
Coca-Cola
KO
$372B
$1.42M 0.33%
21,353
+217
+1% +$14.9K
BA icon
66
Boeing
BA
$185B
$1.39M 0.32%
6,430
+139
+2% +$31.3K
PWR icon
67
Quanta Services
PWR
$101B
$1.37M 0.32%
3,316
+51
+2% +$19.8K
PANW icon
68
Palo Alto Networks
PANW
$309B
$1.34M 0.31%
6,580
-309
-4% -$59.1K
DLR icon
69
Digital Realty Trust
DLR
$70.8B
$1.33M 0.3%
7,673
-87
-1% -$14.9K
MU icon
70
Micron Technology
MU
$1.01T
$1.32M 0.3%
+7,918
New +$1.01M
MRK icon
71
Merck
MRK
$320B
$1.29M 0.3%
15,421
-9,815
-39% -$808K
MDT icon
72
Medtronic
MDT
$113B
$1.29M 0.3%
13,529
+755
+6% +$69.4K
IBDU icon
73
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
$1.19M 0.27%
50,625
+1,018
+2% +$23.8K
BMY icon
74
Bristol-Myers Squibb
BMY
$132B
$1.19M 0.27%
26,319
+1,291
+5% +$60.3K
IBDV icon
75
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$1.19M 0.27%
53,523
+1,093
+2% +$24.1K
1 2
3
4 5

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AFA
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Little House Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Little House Capital held 133 positions worth $435M, up 9% from $399M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Little House Capital's Q3 2025 filing shows 12 new, 79 increased, 27 reduced and 10 closed positions. Its largest new stake was ServiceNow: 10,070 shares worth $1.85M. The largest sale was Eaton, an estimated $3.37M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Communication Services.

  • Little House Capital's largest Q3 2025 buy was ServiceNow: 10,070 shares worth $1.85M.
  • Little House Capital added most to Vertex Pharmaceuticals in Q3 2025, an estimated $1.64M increase.
  • Little House Capital's biggest Q3 2025 reduction was Procter & Gamble, cutting an estimated $2.9M.
  • Little House Capital fully exited Eaton in Q3 2025, selling an estimated $3.37M.
  • Little House Capital's ten largest holdings make up 36% of its $435M portfolio in Q3 2025.
  • Little House Capital opened 12 new positions and closed 10 in Q3 2025.
  • Little House Capital's portfolio value rose 9% quarter-over-quarter to $435M.

Based on Little House Capital's 13F filing for Q3 2025, filed 3 Nov 2025.